ERP Advisors Group only provides software advisory services. Our consultants only work on enterprise software selections and implementations. Therefore, they are experts in conducting software selections and know the pitfalls to avoid as they guide our clients to a successful go-live.
You will find our consultants care deeply about your project and are vested as much as you are in making it a success. Ultimately, we will do just about anything to make sure you are a success!
ERP Advisors Group made the Inc. 5000 for two years in a row as one of America's fastest-growing private companies.
Dollars of Negotiated Software and Services Contracts Each Year
ERP Advisors Group was founded by Shawn Windle in 2010. He helped develop the technology practice at the largest accounting firm in Denver from 2004 - 2010 by offering Needs Analysis and Selection projects. But Shawn saw that clients were struggling during their implementations, even though they selected the right software. The firm’s partners were too averse to the risk of losing tax and audit business from a risky implementation. Thus, ERP Advisors Group was born with the purpose to provide Client-Side Implementation Services.
We take responsibility for the decisions we help our clients make during the Selection phase by staying on for their implementation, ensuring they go live with their new software.
Download our free company brochure for more information about EAG.
We use a precise Needs Analysis, Selection, and Implementation Project Management Methodology that is fully documented and part of our Consultant training lineup. Our consultants study the Theory behind delivering our projects and then complete a thorough Practical, which is overseen by a more senior consultant. They must produce deliverables during the Practical phase and get correction and re-trained as needed. Once they complete the Practical, they take a test to become a Certified EAG Needs Analysis, Selection, or Client-Side Implementation Consultant.
No other advisory firm provides a training program and certification for Needs Analysis, Selection, and Project Management for Implementations.
Shawn WindleFounder and Managing Principal
Shawn Windle is the Founder and Managing Principal of ERP Advisors Group based in Denver, Colorado. ERP Advisors Group (EAG) is one of the country’s top independent boutique enterprise software advisory firms. At EAG, Shawn manages a team of consultants that advise mid to large size organizations on selecting and implementing business applications from Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Capital Management (HCM) and other enterprise applications, which equate to $10Ms+ in software deals each year. He has worked in the enterprise software industry for over 20 years. Shawn started his career at Accenture and Arthur Andersen Business Consulting and moved into the software industry with Oracle as a Technology Product Manager. Prior to ERP Advisors, he helped establish a successful technology practice with a top 50 accounting firm. There are only a few people in the world with the practical software experience that Shawn has gained with helping hundreds of clients across many industries with selecting and implementing a wide variety of enterprise solutions.
Shawn has worked in the enterprise software industry for over 25 years. Over the course of his career, Shawn has contributed to the success of well over 300 software selections and over 200 ERP go-lives. He has organized and participated in over 500 software demonstrations, and counting, continually enhancing his knowledge of software functionality across dozens of industries and business processes. As an inactive CPA and former ERP product manager, Shawn leverages his knowledge and experience to advise some of the most successful mid-market companies with their most difficult and challenging initiatives they will ever encounter – changing their ERP.
As our Managing Principal, Shawn ensures ERP Advisors' ongoing viability and quality across all our divisions, with a special emphasis on maintaining great relations with the ERP Community.
Erica WindlePrincipal, Operations
Erica ran her own professional services firm for the first 15 years of her career, selling it to go on sabbatical in 2013. She brought her business administrative know-how to ERP Advisors Group in 2014 and began helping expand ERP Advisors Group to a full practice that is ever-growing and scalable to service National and International clients.
Erica runs our Human Resources, Sales, Marketing, and Public Relations divisions. She also codifies EAG's consulting and administrative methodologies into training packets that allow us to train an ever-growing number of staff on how to consult and administer our projects. Erica oversees our Marketing Department and the development of our website, marketing materials, CPE offerings, and ensures our branding portrays our aspirations of being the world’s most trusted ERP advisory firm. She also heads up the Sales Department, meeting with our prospects and ensuring they receive a high value experience from their very first interaction with ERP Advisors Group.
Lydia WischmeyerOperations Manager
Lydia Wischmeyer is the Operations Manager for ERP Advisors Group. She works closely with the Operations Principal to provide assistance in several different key areas of the company, such as Human Resources, Sales, and Accounting. She is a graduate from Colorado Christian University (CCU) and specializes in administration and management and enjoys getting to hone her skills at an ever-growing company.
Natalie BlackmanConsulting Executive Assistant
Natalie is a graduate of Colorado Christian University with her Master's in Organizational Leadership with an emphasis on Project Management. She is the Consulting Executive Assistant for ERP Advisors Group. She works closely with the Managing Principal to provide assistance in several key areas of the company, including consulting administration, and quality management.
Juliette WelchPublic Relations Manager
Juliette is the Promotion and Marketing Manager for ERP Advisors Group. Juliette works closely with the Managing Principal and Director of Business Development to plan and create promotional and marketing materials for print and media. Juliette organizes ERP Advisors Group’s monthly conference call series and produces collateral materials and promotional campaigns related to each. Juliette focuses on public relations for EAG as well as coordinates and executes marketing events, special events, and company events effectively with her meticulous attention to detail.
Quentin DeWittDirector of Consulting
Quentin has been in the Information Technology business for over 20 years. He has led teams as a Director of IT, brought innovative products to market as a Product Manager, and led large teams as a Director of Technical Support. He got his start building PCs, testing hardware, and working in telecommunications. From there he went on to ISPs, Technical Support, Customer Service, Systems Administration, Product Management, and Director level positions in the Software Technology field. Today, he provides leadership and guidance to our consulting team through a wide variety of technical knowledge, experience, and skills, along with being a Microsoft Certified Professional, Administrator, Systems Engineer, and an experienced consultant in the ERP space. He has nine certifications across the IT industry
Quentin serves as our Director of Consulting, providing senior technical guidance to our entire delivery team and, as an EAG Executive, provides administrative support for running the Consulting Division. He’s also a Director, our most senior level consultant who serves as a project lead on our most technical projects. Quentin is a Certified EAG Needs Analysis and Certified EAG Selection Consultant. In his many years at EAG, Quentin, or “Q” as he is known, has served clients across a wide breadth of industries including Manufacturing, Wholesale Distribution, eCommerce, Financial Services, Professional Services, Energy, and Engineering. Additionally, he’s developed deep subject matter expertise in Construction, Services, Manufacturing, Public Safety, Nonprofits, and Field Services from working on clients Needs Analysis, Selections, and Implementations in those industries.
During Quentin’s tenure at EAG, he has consulted on over 75 needs analysis and software selections. He has been involved in hundreds of software demonstrations, continuously expanding his knowledge on product offerings, industry-specific solutions, and market trends. He readily knows the differentiators for all the viable ERP products and how they suit each industry. He also knows hundreds of resources across all the partner channels. He has successfully negotiated tens of millions of dollars in software and implementation partner contracts.
In addition to dozens of successful finalized software selections, Q has facilitated over 50 successful go-lives across most major industries. In overseeing such a large number of go-lives, Q has developed the deep knowledge and experience our clients need for trusting that their most risky initiative, their ERP implementation, will be successful. Q oversees the Project Manager, the Data Migration Technical Team, the vendors, the implementation partners, as well as the client staff to ensure all streams of work are synchronized for delivering a configured and tested product to the broader client personnel for training and go-live. His jovial personality and genuine friendliness rapidly win over his client teams, paving the way for a successful client relationship.
Curtis WaitPrincipal Consultant
Curtis has over 25 years of experience as a Business Consultant in business systems and processes. Curtis worked for 12 years in the Denver office of Arthur Andersen’s Business Consulting practice working on clients’ business improvement and technology. From there, he held positions as a Director of Financials Systems, Deputy CIO, and an Executive Director for various companies.
Since then, he has been assisting clients in a variety of industries with their information technology and project implementation needs. Recent clients include a multi-national NetSuite implementation at an international mining company and the rollout of a new security system for a major financial services company. Curtis specializes in advising executive leadership regarding business technology, in addition to his work in project management, training, testing, financial analysis and process improvement.
Curtis specializes in the successful implementation of ERP into businesses to improve their processes and advance their operations. His leadership in over 20 software go-lives has further crafted his experience and ability to mentor clients through the disruptive process of ERP implementation.
Nan RoeckerPrincipal Consultant
With over 20 years of background as a NetSuite professional and trusted advisor to businesses across an array of industries, Nan Roecker brings a wealth of experience and lessons learned to the ERP Advisors Group team. Nan has gained a positively enviable reputation based on hard work and her leadership of over a thousand customer journeys in the Retail, Distribution, Software, Service, Non-Profit, and General Business sectors. Moving on to become the leader of an award-winning NetSuite Alliance Partner practice, she then expanded her expertise to encompass Furniture/Home Goods and Apparel supply chains (from manufacturing through retail sale), Event and Talent Management firms, Food and Beverage innovators, Healthcare providers, and Energy companies.
Over her 11-year career with NetSuite, Nan hired and managed hundreds of professional services sales and delivery resources across projects spanning the ever-changing vertical landscape. As a Technical Services Director, Nan established the need for reusable solutions that filled gaps in the platform via the creation of SuiteSolutions, some of which exist to this day. Called upon to take over the professional services teams from seven acquired companies, she honed her skills in organizational integration and change management. Nan was also instrumental in the evolution of NetSuite’s PMO and served as an ad-hoc advisor during the development of the SuiteSuccess program.
At the end of the day, ensuring owners and investors achieve their business objectives through technology is Nan’s mission. With a portfolio of real-world stories acquired from working with family-owned businesses, private equity/venture capital-backed companies, and public enterprises, Nan is a valued resource that will contribute highly to the success of EAG’s clients.
Robert AndersonSenior Consultant
Robert is experienced as an IT Director, Program Manager, and Developer as well as Technical Support and Technical Sales Support. The sum of his experience enables him to synthesize the complex towards simplifying solutions to achieve customer outcomes and high team morale. His experience extends to Manufacturing, Finance, Farming, Construction, Natural Resources, and Retail industries.
Robert has consulted on over 30 data migration projects during his tenure with ERP Advisors Group. He pioneered the methodology we use today for assessing our client’s true needs for data migration with our data scoping assessment by which he can develop an estimate for the full extraction, transformation, and loading effort. Robert leads our Data Migration unit, overseeing the extraction and transformation activities of our Financial Data Migration Specialists, Operational Data Migration Specialists, and Technical Writer. He reviews their products before passing them to the client, fixing errors that save the client and implementation partner time. Robert also implemented data dress rehearsals into our data migration offering. The dress rehearsal is a “dry run” that allows the client to fully test the validity of their entire data set well before the risk of seeing it for the first time at cut-over.
Robert has extracted and handled data out of numerous legacy systems including Microsoft GP, NAV, SL, SAP Business One, Epicor, IFS, RPG, AS/400, as well as most prevalent ERPs. He’s transformed and loaded data for implementations of NetSuite, Infor, SAP BusinessByDesign, CMiC, and Microsoft. He’s our resident expert on migrating data for NetSuite and CloudSuite Industrial implementations, having done more than 30 different client’s data migrations and participating in the go-live of over 15 implementations and many more on the horizon.
David A. MeyerSenior Consultant
With more than 40 years of experience, David has high-level skills at conceiving, creating, and implementing solutions to complex business and systems problems for bottom-line results. David acts as an agent of change with an “owner” perspective, utilizing organization, communications, and technical skills, while demonstrating a high ability to work with people at all levels of the business. In addition, he has a detailed level knowledge and hands-on skills with manufacturing production and planning, ASP, SQL, IIS, HTML, Access, and Microsoft tools for integration of custom requirements associated with “off the shelf” tools. With his direct experience across the organization streamlining business processes, he helps clients eliminate waste, improve margins, and deliver exchange in abundance with his practical, hands-on experience.
Throughout his career, David has been involved in over a thousand selections and demonstrations. Utilizing his certifications in CPIM and APICS, he has held positions across the industry, from programmer to implementation partner, and has applied his knowledge in a multitude of ways. David’s commitment is obvious through his involvement in 5,000+ successful software go-lives, easing the ERP disruption for clients across the country. He has dedicated his career to becoming a conceiver of solutions to data migration issues.
Dave has consulted with EAG’s clients on their hardest initiatives – data migration. Dave’s operational data expertise around product-based data elements includes items, BOMs, assemblies, ECOs, and the interactions of those records across the organization’s data. Dave has specialized skills, tools, and scripts for extracting, cleansing, and transforming legacy data in preparation for loading into client’s new ERP and assists on go-live weekend with anything the client needs as they cut over to the new system. Dave understands the fundamentals of databases and can work with the data in any legacy system including Microsoft GP, NAV, SL, SAP, including Business One, Epicor, IFS, Sage, Oracle, RPG, AS/400, as well as any prevalent ERP. Additionally, he is intimately familiar with transforming data for NetSuite, Infor, SAP, CMiC and Microsoft Dynamics 365 templates. Dave perseveres with any data challenge and has been part of almost a dozen implementations at EAG and provides ongoing support for data optimization projects.
Brian AndersonSenior Consultant
Over the course of his extensive career, Brian worked as a certified network manager, a software development manager, a developer, and a programmer facilitating client needs to fulfill government tax compliance. Brian has also developed payroll-specific solutions in addition to developing and supporting various web portals for site administration, data maintenance, and external web access. His past specialties included regulatory compliance surrounding wage reporting, quarterly reporting, and ACA reporting.
At EAG, he provides data transformation work in extracting data from client’s legacy systems, cleansing, validating, and transforming it for upload into a new destination system. Brian is our resident QuickBooks expert and brings expertise to the transformation of financial data, especially the multiple companies, general ledger and trial balances. While Brian has subject matter expertise with QuickBooks financial information, he has migrated data out of numerous other legacy systems including Microsoft Dynamics NAV, Great Plains, SL, Sage, IFS, Zoho ERP, Oracle and Epicor. He is highly experienced in transforming data for NetSuite and CloudSuite Industrial implementations. To ensure success for clients, Brian identifies data problems and/or potential issues that may affect the go-live, while also developing software that assists clients in automating their system where possible and necessary. He's been on more than a dozen implementations and been part of many successful go-lives since he began his tenure at ERP Advisors Group.
Paul DrdaSenior Consultant
Paul has worked in the Consulting, Information Technology, and Engineering fields for over 30 years. After graduating from Iowa State University of Science and Technology, Paul has worked and consulted with dozens of organizations in a wide variety of industries including Telecom, Manufacturing, Accounting, Transportation, Government, Public Safety, Energy, Human Resources, Nonprofits, Healthcare, Salesforce, Property Management, Hospitality, and Insurance. He understands the varied needs of a business enterprise and the great value in a well-designed and integrated system of business processes and software.
On the technology platform side, Paul has worked extensively with databases, applications, tools, and technologies from Microsoft, Oracle, Intuit, IBM, Intel, and many more. His recent work has been in the realm of data transfer and transformation in the pursuit of converting clients from older legacy business systems/software to newer ones.
In addition to his technical skills, Paul has great interpersonal communication skills and can work well with people across wide levels of business acumen, education, technology, and culture. Paul’s extensive experience contributes greatly to the success of a multitude of projects here at EAG.
Karl HudnutSenior Consultant
Karl’s career began on an IBM mainframe producing a paper on a linear elastic collision model, published in the American Journal of Physics in 1975. From there, his career evolved from his first use of the internet, then known as the “UUNET”, in 1983 at the University of Denver while earning his Ph.D. His expertise lies in all things computational, including expert knowledge of all modern O/S, network protocols, and computer security issues. Well-versed in several database administration platforms, Karl has utilized his skills as an Independent IT Contractor to contribute to the success of many ERP and scientific research projects since 1999. At EAG, Karl contributes to the success of our clients by harnessing his skillset to complete data migration projects.
Carly ShubeSenior Consultant
Carly’s career began in the accounting world where she got her start at PricewaterhouseCoopers (PwC) in their assurance practice. From there, she transferred to the private industry and worked in the financial services sector. Carly has found herself in multiple management positions in the construction, manufacturing, marketing, and entertainment industries, giving her years of customer service experience.
Carly is a Certified EAG Needs Analysis and a Certified EAG Selection Consultant. She has consulted on dozens of successful software selections for Manufacturing, eCommerce, Professional Services, Engineering, Construction and Public Safety clients, but has developed industry-specific expertise in the Nonprofit, Distribution, and Financial industries.
During Carly’s time at EAG, she has been involved in over 50 projects, contributing to the successful ERP selection for over 30 organizations, interviewing implementation partners across every major ERP vendor for all major industries, and orchestrating and participating in almost 200 software demonstrations. She’s vetted ERP, Financial Planning and Analysis, Enterprise Performance Management, CRM, eCommerce platforms, Quality Management Software, Records Management Systems, Enterprise Content Management, Fund Accounting, and other point solutions.
Sean McCarthySenior Consultant
Sean McCarthy brings specific industry experience in Energy, Manufacturing, Consumer Goods, Hospitality, and Entertainment to his EAG clients that he has gained as a CPA performing ERP system migrations, financial statement audits, M&A activities, and corporate finance over his tenure. Upon completion of his Master of Accounting at Case Western Reserve University, Sean started full-time as an auditor for Deloitte, working on many public company financial statement audits.
After earning his CPA, Sean joined Accenture’s CFO & Enterprise Value unit where he spent most of his time in the M&A space included operating model design and implementation of a $6 billion spinoff IPO in the consumer goods and manufacturing industry, as well as supporting a large-scale ERP migration of a Fortune 500 payment solutions provider.
Most recently, Sean was the Director of Finance for Miami Dolphins and Hardrock Stadium where we provided financial due diligence and deal support for some of their most complex initiatives. He also established the finance function for F1 Miami Grand Prix. During the creation of the inaugural Miami Grand Prix, Sean operated as the product owner and SME for the ERP migration and transformation and head of the business analytics group.
Grant began his career as an Analyst, but quickly established his value and received his second promotion within his first year. Now as a Consultant, he has worked on over 30 Needs Analysis and Selections, putting extensive experience under his belt. Grant has a great foundation in consulting, and provides the level of service, professionalism and industry knowledge we expect from our Consultants.
Grant creates the groundwork for the client’s deliverables, combing through the information we gather about the client to organize and assess the importance of observations and data for each deliverable in the Needs Analysis. During the Software Selection, Grant is involved in all phases of vendor contact, RFI creation, requirements and fit analysis, demonstrations, and diligence activities. He has already gained experience across many major industries including Manufacturing, Wholesale Distribution, Nonprofits, Professional Services, Real Estate and Construction, eCommerce, Public Safety, and Field Services. He’s attended demonstrations for many of these industries and understands how ERP serves his client’s needs for business automation. Grant is a reliable and dedicated professional who cares about his clients and strives to deliver above expectations on every project.
Micah Brands is an Analyst for ERP Advisors Group. Micah's responsibilities include creating deliverables, researching vendors, and assisting consultants on client projects. Micah graduated from Dordt University with a degree in Accounting and Information Systems which provides a strong foundation for analyzing our clients' business processes and ERP needs.
Amelia Bellair is an Analyst for ERP Advisors Group. Amelia is responsible for creating
deliverables, researching vendors, and assisting consultants on projects. Amelia is a graduate of
the University of Denver where she studied International Business.
Kaylee BundrickProject Coordinator
As a Project Coordinator, Kaylee will be aiding project managers during the implementation process by tracking budgets, setting up project artifacts, communicating with clients about upcoming tasks, and supplying other support. She graduated from Colorado Christian University (CCU) with a dual bachelor’s degree in Computer Information Systems and Business Administration. Her previous project coordination support for systems and IT projects provides a great background to support EAG’s clients successfully through their ERP implementation process.
Samuel SocolofskyTechnical Project Coordinator
Samuel is a Technical Project Coordinator for ERP Advisors Group. He has a background in data analytics and professional experience with customizing accounting software systems. Samuel’s role coordinates work for EAG’s data migration specialists and helps our data migration projects stay on track. Samuel’s previous experience with NetSuite administration, system customization, and training enable him to support our client staff with the technical side of their implementations, whether it is data migration or integration oversight.
Dennis BraanTechnical Writer
Dennis Braan has worked as a technical writer and editor for 30 years, with experience gained in a variety of software and hardware development environments. As the Technical Writer for ERP Advisors Group, he leverages that experience to facilitate successful ERP implementations with helpful user guides and documentation. His ability to unravel the complexities of cutting-edge technology fuels a passion for new projects — and Dennis relishes the challenge of facing the uncharted and the unexplored. Dennis has authored and edited end-user documentation for a variety of products: System Admin Guides, User Guides, Component Reference Guides, Software Programming Guides, Application Programming Interface descriptions, Technical Requirements documents, Process Engineering process flows, Training Documentation, Product Specifications — the list goes on and on. Dennis lives in Denver, Colorado and is doing final editing on a book he has authored on how to read music notation.
Rebekah McCabeSenior Digital Marketing Analyst
Rebekah McCabe is a Digital Marketing Analyst for ERP Advisors Group. Rebekah’s responsibilities include the generation of marketing content for social media, email campaigns, events, The ERP Advisor, and much more to ensure the success and consistency of EAG’s marketing platforms. She is a graduate from Colorado Christian University, specializing in international business and marketing. She enjoys the opportunity to utilize and grow her skills at EAG.
Will DuttonDigital Media Administrator
Will Dutton is the Digital Media Administrator. He is responsible for website design and maintenance, photo and video production, graphic design, and SEO initiatives. He is a graduate from Colorado Christian University, with several years of experience in the digital media industry. He enjoys the opportunity to grow and unitize his existing knowledge to further EAG's production and design.
Jordan BuronHuman Resources Administrative Assistant
Jordan is the Human Resources Administrative Assistant for ERP Advisors Group. She works closely with the Operations Manager to provide assistance with reception and throughout the full HR life cycle, including recruitment, onboarding, training, and employee retention. She is a graduate of the University of Minnesota and specializes in professional communication, training development, and task management.
Sarah KasprzykSales Development Representative
This is the second role that Sarah has helped EAG to pilot. She first piloted the Operations Assistant role prior to making our first full-time hire and assisted us with upgrading our training manual. Sarah is now piloting the Sales Development Representative role. She held progressively increasing levels of responsibility and leadership for student government, choir, volleyball, and student publications before she completed her educational program. She now assists our public by providing them with the information they request and scheduling appointments to learn more about our services.
*Eligible for 1.0 FREE CPE
Business in the 21st century is driven by the data collected through accounting systems, ERPs, and other business applications. Harnessing this information is the first step to driving down costs and increasing profitability. But how do you know what tools can really help you? While some ERP vendors have compatible Business Intelligence and analytics tools included in their technology stack, there are MANY third-party BI applications that could further fulfill your needs. In this free CPE session, Shawn Windle will provide CFOs and other senior financial executives with a methodology for identifying and selecting the right BI and analytics tools.